Bionic Capital Wealth Management, based in Danville, CA, is a leading financial advisory firm that combines cutting-edge digital technology with personalized advice to provide strategic investment solutions. With a strong emphasis on client interests, Bionic Capital offers a range of investment strategies, including treasuries and CDs, actively managed ETFs, and Bionic portfolios, all managed by top asset managers in the world. Their low fees, starting at 0.33% annually, make them an attractive choice for investors looking to optimize their portfolios and achieve their financial goals with confidence.
With over 25 years of experience in the wealth management field, owner-manager Dean Erickson, CFA, leads a team of experts who utilize state-of-the-art technology to help clients save more and invest more. Bionic Capital's methodology involves analyzing clients' needs, goals, and risk preferences to determine their risk tolerance profile and recommend a specific investment strategy. Portfolios are managed and rebalanced using automated trading based on risk and performance analysis. Bionic Capital accepts various types of accounts and offers tax-smart investing options, ensuring that clients receive tailored solutions to maximize their financial success.
Generated from the website